Learn how to update and manage your billable company details to ensure accurate correspondence and integration with your accounting platforms.
How to Update Billable Company Details
Access Settings:
Go to Settings.
Navigate to Billable Companies:
Select Billable Companies.
Select Your Company:
Click on your company name to open the Billable Company Details page.
Update Company Information:
Company Name: Modify the name of your company.
Director Name: Update the name of the company director.
ABN: Enter or update the Australian Business Number (ABN).
Sales Email: Set the email for purchase order correspondence.
Accounts Email: Specify the email where all supplier invoices will be sent.
Phone Number: Enter the phone number to appear on the purchase order PDF.
Address: Update the company address.
Rounding Off Limit: Set the rounding off limit for purchasing.
Configure Missing Notification SMS:
Turn on the missing notification SMS feature.
Choose the frequency, time, and timezone for notifications.
Update Rossum Email Integration:
If using Rossum, enable the toggle to replace the Rossum email with your accounts email, which will be used on the purchase order document.
Select Departments:
Choose the departments you wish to include when creating purchase requests.
Add Accounting Platform Email:
MYOB Users: Add your MYOB intro email to push bills to MYOB.
Xero Users: Integrate with Xero by providing the relevant information for Xero platform integration.
Benefits
Accurate Correspondence: Ensure purchase orders and invoices are sent to the correct emails.
Seamless Integration: Connect with your accounting platforms for efficient bill processing.
For additional help or questions, please consult our support documentation or contact our support team.